July 2007 Boomer Bulletin
Welcome to the July 2007 Boomer Bulletin. Our feature article this month is from Ryan Posener in Denver, Colo. Mr. Posener offers a compelling case for the development of a long-term content strategy that emphasizes relationship knowledge.
In addition, L. Gary Boomer offers some straight talk on the need for a succession plan while Sandra L. Wiley presents her research on a growing trend to employ some partners part-time.
Creating Value from Document Management
July 10 | Ryan Posener, E.C.M. Business Analyst
Document Management is quite the buzz today. Many articles discuss the benefits of compliance, sharing, and organization. These are great objectives for a DM project, and may provide enough reason to start your DM project; however, there is much more to gain from developing a long-term content strategy.
Part Time Partners - A Look at Your Future
July 10 | Sandra Wiley, COO, Senior Consultant
During the first ever Women’s Forum in May I had the privilege of speaking to a group of 200 professional women who are smart, fun, and had plenty to say about what is working and not working in our industry. One of the most interesting ideas bantered about was Part Time Partners as a common concept for the firm of the future.
Intelligent Succession
July 10 | L. Gary Boomer, CPA, CITP, CEO
Great leaders develop successors. Where is your firm’s intelligence? Is it in the partner group? Is it in your staff? Or is it in both your staff and partner group? The answer is a significant indicator of your firm’s destiny.
Remote Access as a Retainment Strategy
July 10 | Scott Morrill, Multimedia Writer & Producer
When Misty O’Brien, tax manager for Taketa Iwata Hara & Associates in Hilo Hawaii, decided to follow her new husband to South Carolina, it was a “non-event” according to partner Janet Hara. Instead of losing an extremely important employee, Taketa Iwata Hara supplied Misty with a cell phone from Hawaii along with a contract that allowed her to continue working for the firm from her new home in South Carolina.
July 2007 Circle Update
July 10 | Ken McCall, MBA, MCP, CDIA+, Senior Consultant
June saw the resumption of the Boomer Technology Circle spring meetings cycle. BTC #4, consisting of the largest firms, met on June 18 and 19, followed by BTC #8—another Circle with many large firms—on June 20 and 21, 2007. Both groups had opportunity to network for the first time since last December.